No, Honest Dollar is an investment advisory firm that can facilitate the creation of a retirement account. While we are familiar with the requirements for establishing accounts for tax planning purposes, we do not offer tax planning advice. If you don’t already have one, we strongly encourage you to contact a tax professional that can provide you with a comprehensive assessment of your tax situation.
Articles in this section
- Who are we?
- Is Honest Dollar a fiduciary?
- How simple is it to sign up?
- Does Honest Dollar have a safe harbor plan and how does it compare?
- Does Honest Dollar offer a SIMPLE IRA?
- Why is Honest Dollar so cheap? How do you make money?
- Can I roll over my existing 401(k)s or IRAs to Honest Dollar?
- Can Honest Dollar assist me with designing a tax plan or strategy?
- Does Honest Dollar offer support in Spanish?
- Are there any additional services or fees?